Performance Trust Capital Partners

What began in 1994 as a small venture has grown into Performance Trust Capital Partners, the largest full-service investment bank dedicated to serving community financial institutions. Founded by former math teacher Rich Berg and bank regulator Phil Nussbaum, our mission has always been clear: to empower community banks and credit unions to thrive amidst the challenges of an ever-evolving financial landscape. In a world where Wall Street's complex financial engineering often overshadows the mission of Main Street, we stand as a reliable ally committed to analytical truth and sound decision-making.

Over the years, Performance Trust has built an impressive suite of services that cater specifically to the unique challenges faced by community depository institutions. From balance sheet strategy to investment banking and capital markets, we provide thorough insights and innovative tools designed to help our clients navigate financial uncertainties. We also emphasize the importance of education, offering tailored learning programs for executive teams to enhance their strategic capabilities. By fostering a culture of education and collaboration, we allow our clients to make informed decisions that lead to long-term success and independence. Today, we not only provide advice but also partner with institutional clients and capital market partners to broaden our impact. In every initiative, we remain committed to our guiding principle: helping community banks make better decisions for the futures of their stakeholders.